Austin Rupert
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
11 years in the industry.
- Charles Schwab Bank SsbMar 2025 to now
- Charles Schwab & Co., Inc.Mar 2023 to now
- VacasaJan 2022 to Jul 2022
- Money Move LocatingMay 2020 to Mar 2023
- Smart City LocatingApr 2019 to Apr 2020
- GreystarJun 2018 to Apr 2019
- Coldwell Banker ApexJun 2017 to Apr 2019
- GncDec 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7708598
- Firm CRD
- 5393